Analyst Price Target News: Lennar, FactSet - September 22nd, 2025

By: Matthew Otto

Lennar Posts Lower Q3 Earnings as Housing Demand Faces Pressure

Lennar posted weaker-than-expected results for the third quarter of 2025, as affordability challenges and elevated interest rates continued to pressure the housing market. Net earnings fell 46% to $591 million, or $2.29 per share, compared with $1.2 billion, or $4.26 per share, in the prior-year quarter.

Excluding gains on technology investments, earnings were $2 per share, missing analyst expectations of $2.1. Revenue declined 8.7% to $8.25 billion, compared with $9 billion a year earlier, and came in below consensus estimates of $8.97 billion. Home sales revenue dropped 9% to $8.2 billion, reflecting a 9% decrease in average selling prices to $383,000 from $

Gross margin narrowed to 17.5% from 22.5%, while selling, general, and administrative expenses increased to 8.2% of home sales revenue from 6.7%. Lennar delivered 21,584 homes, nearly flat from last year’s 21,516, while new orders rose 12% to 23,004 homes. Performance across business segments was

Financial services earnings increased to $177 million from $144 million, while the multifamily unit posted a $16 million loss versus a $79 million profit a year earlier. Lennar repurchased 4.1 million shares for $507 million and ended the quarter with $1.4 billion in cash and $1.1 billion in borrowings under its $3.1 billion credit

Looking ahead, management forecast fourth-quarter deliveries of 22,000 to 23,000 homes, below Wall Street expectations of over 25,000. Guidance also includes new orders between 20,000 and 21,000 homes, an average sales price of $380,000 to $390,000, a gross margin of about 17.5%, SG&A expenses of 7.8% to 8% of home sales, and financial services earnings of $130 million to $135 million.

Analysts Revise Lennar Ratings and Price Targets with 2.6% Average Increase

Wedbush analyst Jay McCanless reiterated a Neutral rating and the price target at $130.
JP Morgan analyst Michael Rehaut maintained a Neutral stance but lowered the price target from $97 to $92.
Raymond James analyst Buck Horne downgraded from Market Perform to Underperform.
UBS analyst John Lovallo maintained a Buy rating but raised the price target from $146 to $161.
Citizens JMP analyst Aaron Hecht kept a Market rating and increased the price target from $130 to $140.

Which Analyst has the best track record to show on LEN?

Analyst Susan Maklari (GOLDMAN SACHS) currently has the highest performing score on LEN with 13/14 (92.86%) price target fulfillment ratio. His price targets carry an average of $2.26 (1.92%) potential upside. Lennar stock price reaches these price targets on average within 246 days.

Super Group Raises 2025 Revenue and Earnings Guidance Following Q3 Performance

Super Group reported stronger-than-expected third-quarter results for 2025, supported by sports betting activity, pricing improvements, and steady customer engagement across international markets. The company noted that performance exceeded expectations despite seasonal headwinds, with both sports and casino operations contributing to improved operating leverage.

Management confirmed that the U.S. business is expected to close in early fourth quarter 2025, with anticipated U.S. revenue of more than $40 million for the year and an EBITDA loss of about $25 million.

Following the third-quarter update, Super Group raised its full-year guidance. Group revenue is now projected between $2.125 billion and $2.2 billion, compared with prior guidance of greater than $2.04 billion. Ex-U.S. revenue is forecast to range from $2.085 billion to $2.16 billion, while Group EBITDA is expected to be between $550 million and $560 million, up from the earlier $470 million to $480 million estimate. Ex-U.S. EBITDA is expected to range from $575 million to $585 million.

Analysts Reiterate Buy Ratings on Super Group with Price Targets Raised by 16% on Average

Needham analyst Bernie McTernan reiterated a Buy rating and a $15 price target.
BTIG analyst Clark Lampen kept a Buy rating yet raised the price target from $14 to $19.
Benchmark analyst Mike Hickey reiterated a Buy rating and a $18 price target.
Citizens JMP analyst Jordan Bender maintained a Buy rating while increasing the price target from $15 to $16.

Which Analyst has the best track record to show on SGHC?

Analyst Mike Hickey (BENCHMARK) currently has the highest performing score on SGHC with 8/12 (66.67%) price target fulfillment ratio. His price targets carry an average of $6.31 (53.98%) potential upside. Super Group stock price reaches these price targets on average within 153 days.

FactSet Q4 2025 Earnings Miss Estimates but Revenue Tops Expectations

FactSet Research Systems posted fourth-quarter revenue of $596.9 million, a 6.2% increase from the prior year and slightly ahead of the $592.79 million analyst consensus. Quarterly earnings per share were $4.05, which fell short of the $4.13 estimate but marked an 8.3% increase from last year’s $3.74. Net income for the quarter rose to $153.6 million, compared with $89.5 million a year earlier. Subscription value reached $2.37 billion as of August 31, up 5.7% year over year.

For the full year, revenue rose 5.4% to $2.32 billion, while annual earnings per share increased 11.8% to $15.55. Adjusted earnings came in at $16.98, up 3.2% from the prior year.

For fiscal 2026, FactSet expects revenue between $2.42 billion and $2.45 billion and subscription value growth of $100 million to $150 million.

FactSet projected operating margin between 29.5% and 31%, while adjusted margin is expected at 34% to 35.5%. Annual earnings are forecast in the range of $14.55 to $15.25 per share, with adjusted earnings between $16.9 and $17.6, below analysts’ expectations of $18.26. The effective tax rate is anticipated to be 18% to 19%.

UBS Upgrades FactSet to Buy While Cutting Price Target by 11.5%

UBS analyst Alex Kramm upgraded from Neutral to Buy but lowered the price target from $480 to $425.

Which Analyst has the best track record to show on FDS?

Analyst Shlomo Rosenbaum (STIFEL) currently has the highest performing score on FDS with 13/15 (86.67%) price target fulfillment ratio. His price targets carry an average of $82.85 (28.65%) potential upside. FactSet Research Systems stock price reaches these price targets on average within 46 days.